Quick contact info

icon_widget_image 7th Floor Menara Hap Seng (Letter Box No. 12) No. 1 & 3 Jalan P. Ramlee, 50250 Kuala Lumpur icon_widget_image Monday-Friday: 9am to 6pm icon_widget_image + (603) 2142 8888 icon_widget_image support@pheimunittrusts.com
Image Alt

About Pheim Unit Trusts

Pheim Unit Trusts Berhad (PUTB) started its operation in April 2001. We are a Unit Trust Management Company approved by the Securities Commission, and a wholly-owned subsidiary company of Pheim Asset Management Sdn Bhd (PAMSB). PAMSB was founded by Dr Tan Chong Koay and began its operation on 4 January 1994, is one of the maiden asset management companies in Malaysia when the asset management industry was first liberalised. PAMSB is licenced under the Capital Markets and Services Act, 2007 and its clientele comprises high net worth individuals, pension funds, corporate and government bodies.

The main activities of PUTB are to offer, manage and market unit trust funds. PUTB has launched 3 unit trust funds on 28 January 2002 and subsequently launched another 2 unit trust funds on 30 June 2006 and 1 November 2006, respectively.

As at 31 December 2019, PUTB manages five (5) unit trust funds amounting to approximately RM187 million.  The funds are:

Pheim Emerging Companies Balanced Fund (balanced fund)

Dana Makmur Pheim (balanced fund – Islamic/Shariah)

Pheim Income Fund (bond fund)

Pheim Asia Ex-Japan Fund (equity fund)

Pheim Asia Ex-Japan Islamic Fund (equity fund – Islamic/Shariah)

Financial position for the past three (3) years:
Financial Year End
31/12/2017 RM(’000) 31/12/2018 RM(’000) 31/12/2019 RM(’000)
Paid-up share capital 12,000 12,000 12,000
Shareholder’s funds 11,917 12,157 12,802
Revenue 1,748 2,395 3,840
Profit before tax 246.5 290.1 754.9
Profit after tax 159.7 240.0 645.5

 

One of our flagship Islamic funds – Dana Makmur Pheim has won many awards since fund inception, thanks to our proven and time-tested Investment Philosophy – Never Fully Invest At All Times. We strongly believe that strategic asset allocation that takes advantage of major market trends, supported by good stock picks are the key to superior out-performance without taking on unduly high risks.

Dana Makmur Pheim has won 9 awards in 2020 Refinitiv Lipper Fund Awards, being the Best Mixed Asset MYR Balanced Islamic Fund for the periods ended December 2019 as below:

Malaysia Islamic, 3-Year (5-time winner)

Malaysia Islamic, 5-Year (6-time winner)

Malaysia Islamic, 10-Year (5-time winner)

Malaysia Provident, 3-Year (3-time winner)

Malaysia Provident, 5-Year (3-time winner)

Malaysia Provident, 10-Year (3-time winner)

Global Islamic, 3-Year (5-time winner)

Global Islamic, 5-Year (5-time winner)

Global Islamic, 10-Year (5-time winner)

Pheim Asia Ex-Japan Islamic Fund has won 2 awards in 2020 Refinitiv Lipper Fund Awards, being the Best Equity Asia Pacific ex Japan Fund for the periods ended December 2019 as below:

Malaysia Islamic, 3-Year

Global Islamic, 3-Year

As of to date, Dana Makmur Pheim has won 47 awards of which 29 awards from Refinitiv Lipper Fund Awards (Malaysia Islamic) and 18 awards from Refinitiv Lipper Fund Awards (Global Islamic).

As illustrated in the table below, Dana Makmur Pheim won the Best Mixed Asset MYR Balanced Islamic Fund category under the Refinitiv Lipper Fund Awards, over the past 6 years.

At Pheim, we endeavour to provide the best services to you and we are committed in maximizing your investment returns while undertaking a reasonable level of risk. At Pheim, we always believe, Your Need is our Focus.